IICHX Mutual Fund

IICHX Mutual Fund

NAV$12.37
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Returns Overview

1 Month
+1.38%
3 Months
+3.14%
6 Months
+6.40%
YTD
+10.53%
1 Year
+16.13%
3 Years (annualized)
+18.62%
5 Years (annualized)
+13.03%
10 Years (annualized)
+11.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IICHX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.53%
Peer Avg (YTD)
+11.21%
vs Peers
-0.69%

IICHX Mutual Fund Performance

IICHX performance across multiple time periods: 1-month 1.38%, YTD 10.53%, 1-year 16.13%, 3-year 18.62%, 5-year 13.03%, 10-year 11.14%.

IICHX returns trail the peer average of 11.21% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

IICHX vs another fund shows side-by-side returns. IICHX alternatives are available in the Mutual Fund Screener.